ETFs - Profile

JPMorgan US Momentum Factor ETF

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive or indexing investment approach.

Next, the research team invests significantly in securities included in the Underlying Index.

The Underlying Index is designed to provide domestic equity exposure with a focus More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $43.88
    -0.53
  • 52 Week HL
  • $46.65 - $33.54
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
12.9 % YTD

  • 3 Year
  • 83.34%
  • 5 Year
  • 0%
  • Best
  • 27.85%
    2020
  • Worst
  • -5.25%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
JMOM 13%28%27%-5%0%0%0%0%0%0%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -0.3% -18.1% 15% -0.1% - - - - - - -
Q2 5.2% 24.4% 3.7% 6.7% -100% - - - - - -
Q3 0.5% 12.2% -0.5% 6.9% -100% - - - - - -
Q4 - 11.9% 5.3% -15.9% 29.2% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.3% 1.3% -1.3% 8.6% -2.1% 1.7% 6.4% 3.4% -5% - - -
2020 2.4% -8.1% -12.9% 13.5% 7.7% 1.7% 5.9% 8% -1.9% -2.9% 11.1% 3.7%

Annual Return

Index Comparison

Alpha

NAV